Lacanada, CA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lacanada, CA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $139,350,872 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$139,350,872
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$139,350,872

Contributions & income

Employer contributions
$2,869,320
Participant contributions
$6,637,304
Total income / additions
$31,265,404

Expenses & distributions

Benefits paid / distributions
$9,222,677
Total expenses
$9,367,491
Net increase / (decrease)
$21,897,913

Coverage

Total reported participants
964
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lacanada, CA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Lacanada, CA
PlanSponsorReported assets (EOY)Year
Allen Lund Company, LLC 401(K) Profit Sharing PlanAllen Lund Company, LLC$104,578,6002023
Flintridge Preparatory School Defined Contribution Retirement PlanFlintridge Preparatory School$34,772,2722023

Related Form 5500 pages